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SSLBX: SSgA Life Solutions Balanced Instl (MUTUAL FUND)

Basic Info

Asset Class:	Moderate Allocation
MyPlanIQ Rating:	Not Rated
Start Date:	08/20/1997
Last Dividend Date:	06/04/2012
12-Mo. Yield	14.36%
Expenses	-
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Performance Analytics (As of 06/05/2012)

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	Last 1 Week*	1 Yr	3 Yr	5 Yr	10 Yr	Since 08/20/1997	2012	2011	2010
Annualized Return(%) ?	0.0	5.7	10.9	0.5	4.5	4.2	7.5	2.3	10.0
Sharpe Ratio ?	NA	0.41	0.91	0.0	0.25	0.19	2.88	0.16	0.85
Draw Down(%) ?	NA	11.9	12.3	39.4	39.4	39.4	3.0	12.3	10.1

	Last 1 Week*	1 Yr	3 Yr	5 Yr	10 Yr	Since 08/20/1997	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998	1997
Annualized Return(%) ?	0.0	5.7	10.9	0.5	4.5	4.2	7.5	2.3	10.0	16.3	-22.0	-1.7	10.9	5.0	8.7	23.5	-6.2	-7.8	-2.3	12.7	12.4	1.1
Sharpe Ratio ?	NA	0.41	0.91	0.0	0.25	0.19	2.88	0.16	0.85	1.06	-0.93	-0.5	1.07	0.41	1.05	2.34	-0.55	-0.83	-0.56	0.95	0.89	-0.02
Draw Down(%) ?	NA	11.9	12.3	39.4	39.4	39.4	3.0	12.3	10.1	17.8	31.4	8.6	6.1	5.1	6.4	8.8	17.2	19.8	9.5	5.3	14.3	8.5
Standard Deviation(%) ?	NA	13.9	11.9	15.9	12.9	12.7	6.4	14.3	11.7	15.4	24.4	9.4	7.1	6.8	7.4	9.7	13.3	12.4	11.4	10.0	10.3	22.8
Treynor Ratio ?	NA	0.06	0.11	0.0	0.03	0.03	0.26	0.02	0.09	0.18	-0.23	-0.05	0.07	0.03	0.08	0.25	-0.08	-0.11	-0.08	0.13	0.11	0.0
Alpha	NA	0.01	0.0	-0.01	0.0	0.0	0.05	-0.01	-0.01	-0.01	0.0	-0.03	0.0	0.0	0.0	0.02	0.01	-0.02	-0.01	0.02	0.0	0.0
Beta	NA	0.99	1.01	0.97	0.97	0.93	0.7	1.02	1.06	0.9	0.99	0.96	1.03	1.01	0.99	0.9	0.91	0.9	0.78	0.71	0.83	1.15
RSquared ?	NA	0.92	0.92	0.91	0.9	0.84	0.59	0.96	0.92	0.94	0.9	0.86	0.93	0.94	0.87	0.77	0.91	0.83	0.93	0.63	0.87	0.39
Yield(%)	N/A	14.4	7.6	4.2	4.1	N/A	0.0	14.7	2.7	2.2	2.3	3.1	3.4	1.6	2.3	2.1	1.8	2.9	18.6	8.2	10.3	8.2
Dividend Growth(%)	N/A	553.8	98.3	133.3	N/A	N/A	-100.0	488.2	37.6	-27.1	-27.8	-5.5	130.6	-28.2	30.8	7.1	-42.4	-87.8	133.7	-19.2	16.6	N/A

	Last 1 Week*	1 Yr	3 Yr	5 Yr	10 Yr	Since 08/20/1997	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998	1997
Annualized Return(%) ?	0.0	5.7	10.9	0.5	4.5	4.2	7.5	2.3	10.0	16.3	-22.0	-1.7	10.9	5.0	8.7	23.5	-6.2	-7.8	-2.3	12.7	12.4	1.1
Sharpe Ratio ?	NA	0.41	0.91	0.0	0.25	0.19	2.88	0.16	0.85	1.06	-0.93	-0.5	1.07	0.41	1.05	2.34	-0.55	-0.83	-0.56	0.95	0.89	-0.02
Draw Down(%) ?	NA	11.9	12.3	39.4	39.4	39.4	3.0	12.3	10.1	17.8	31.4	8.6	6.1	5.1	6.4	8.8	17.2	19.8	9.5	5.3	14.3	8.5
Standard Deviation(%) ?	NA	13.9	11.9	15.9	12.9	12.7	6.4	14.3	11.7	15.4	24.4	9.4	7.1	6.8	7.4	9.7	13.3	12.4	11.4	10.0	10.3	22.8
Treynor Ratio ?	NA	0.06	0.11	0.0	0.03	0.03	0.26	0.02	0.09	0.18	-0.23	-0.05	0.07	0.03	0.08	0.25	-0.08	-0.11	-0.08	0.13	0.11	0.0
Alpha	NA	0.01	0.0	-0.01	0.0	0.0	0.05	-0.01	-0.01	-0.01	0.0	-0.03	0.0	0.0	0.0	0.02	0.01	-0.02	-0.01	0.02	0.0	0.0
Beta	NA	0.99	1.01	0.97	0.97	0.93	0.7	1.02	1.06	0.9	0.99	0.96	1.03	1.01	0.99	0.9	0.91	0.9	0.78	0.71	0.83	1.15
RSquared ?	NA	0.92	0.92	0.91	0.9	0.84	0.59	0.96	0.92	0.94	0.9	0.86	0.93	0.94	0.87	0.77	0.91	0.83	0.93	0.63	0.87	0.39
Yield(%)	N/A	14.4	7.6	4.2	4.1	N/A	0.0	14.7	2.7	2.2	2.3	3.1	3.4	1.6	2.3	2.1	1.8	2.9	18.6	8.2	10.3	8.2
Dividend Growth(%)	N/A	553.8	98.3	133.3	N/A	N/A	-100.0	488.2	37.6	-27.1	-27.8	-5.5	130.6	-28.2	30.8	7.1	-42.4	-87.8	133.7	-19.2	16.6	N/A

*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/20/1997

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SSLBX: SSgA Life Solutions Balanced Instl (MUTUAL FUND)

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SSLBX: SSgA Life Solutions Balanced Instl (MUTUAL FUND)

Basic Info

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